Step 1: Save Your Own Copy

When you click the audit link, Google will automatically prompt you to "Make a copy"

Click the blue “Make a copy” button.

The audit will then be saved directly to your Google Drive.

This ensures you  own the data and responses remain private.

You can customise the form if required.

 

Step 2 – Collect Audit Data

Share your copied form with your team.

Complete one form per patient/procedure (as per your audit design).

Data will automatically populate the “Responses” section.

 

Step 3 – Create the Spreadsheet

To view and analyse your data:

Click the “Responses” tab.

Click the green spreadsheet icon.

Select “Create a new spreadsheet.”

All responses will now automatically populate in that spreadsheet.

This spreadsheet can be:

Used for compliance calculations

Filtered for trends

Downloaded as Excel

Shared within your governance team

 

Step 4 – Export (Optional)

To download as Excel:

Open the spreadsheet

Click File → Download → Microsoft Excel (.xlsx)

 

If your unit requires support in interpreting results, benchmarking compliance, or generating governance-ready reports, secure audit analytics support is available through JR Analytics.